Clarus Wealth Advisors Closed Holding Positions

Clarus Wealth Advisors

  • $222 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Oha Invt Corp
Q3 2019 Filed on Oct 11, 2019
2,163
N/A
FTC
First Tr Lge Cap Growth

ETFs
Q3 2019 Filed on Oct 11, 2019
700
$68.0 - $72.64 $47.6K - $50.8K
PM
Philip Morris International Inc.

Consumer Defensive
Q3 2019 Filed on Oct 11, 2019
1,865
$71.2 - $88.73 $133K - $165K
FYC
First Trust Small Cap Growth A

ETFs
Q3 2019 Filed on Oct 11, 2019
1,300
$43.76 - $47.11 $56.9K - $61.2K
XYL
Xylem Inc.

Industrials
Q3 2019 Filed on Oct 11, 2019
1,621
$73.74 - $84.41 $120K - $137K
IEFA
Ishares Tr

ETFs
Q3 2019 Filed on Oct 11, 2019
72
$57.44 - $62.42 $4.14K - $4.49K
IFV
First Trust Dorsey Wright Inte

ETFs
Q3 2019 Filed on Oct 11, 2019
2,050
$18.24 - $20.13 $37.4K - $41.3K
Raven Inds Inc
Q3 2019 Filed on Oct 11, 2019
2,549
N/A
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
Q3 2019 Filed on Oct 11, 2019
7,149
$4.98 - $5.17 $35.6K - $37K
PDT
John Hancock Premium Dividend Fund

Financial Services
Q3 2019 Filed on Oct 11, 2019
7,821
$16.85 - $18.15 $132K - $142K
INTC
Intel Corp

Technology
Q3 2019 Filed on Oct 11, 2019
1,873
$44.96 - $53.01 $84.2K - $99.3K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q3 2019 Filed on Oct 11, 2019
100
$189.94 - $205.08 $19K - $20.5K
UPS
United Parcel Service Inc

Industrials
Q3 2019 Filed on Oct 11, 2019
640
$101.62 - $122.85 $65K - $78.6K
JCI
Johnson Controls International PLC

Industrials
Q3 2019 Filed on Oct 11, 2019
2,850
$40.91 - $44.3 $117K - $126K
VZ
Verizon Communications Inc

Communication Services
Q3 2019 Filed on Oct 11, 2019
2,882
$55.05 - $60.51 $159K - $174K
XEL
Xcel Energy Inc

Utilities
Q3 2019 Filed on Oct 11, 2019
6,087
$59.43 - $65.82 $362K - $401K
SBR
Sabine Royalty Trust

Energy
Q3 2019 Filed on Oct 11, 2019
425
$41.9 - $48.46 $17.8K - $20.6K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q3 2019 Filed on Oct 11, 2019
3,787
$34.18 - $38.96 $129K - $148K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
Q3 2019 Filed on Oct 11, 2019
9,821
$19.9 - $20.98 $195K - $206K
USA
Liberty All Star Equity Fund

Financial Services
Q3 2019 Filed on Oct 11, 2019
1,790
$6.02 - $6.64 $10.8K - $11.9K
CCL
Carnival Corp

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
114
$43.03 - $50.55 $4.91K - $5.76K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
Q3 2019 Filed on Oct 11, 2019
9,029
$62.53 - $74.14 $565K - $669K
FTHI
First Trust Exchange Traded Fd

ETFs
Q3 2019 Filed on Oct 11, 2019
1,000
$21.71 - $22.75 $21.7K - $22.8K
ES
Eversource Energy

Utilities
Q3 2019 Filed on Oct 11, 2019
206
$75.66 - $85.47 $15.6K - $17.6K
MA
Mastercard Inc

Financial Services
Q3 2019 Filed on Oct 11, 2019
150
$256.84 - $292.08 $38.5K - $43.8K
DBD
Diebold Nixdorf, Inc

Technology
Q3 2019 Filed on Oct 11, 2019
1,000
$9.0 - $14.22 $9K - $14.2K
ISRG
Intuitive Surgical Inc

Healthcare
Q3 2019 Filed on Oct 11, 2019
42
$161.53 - $181.67 $6.78K - $7.63K
CGO
Calamos Global Total Return Fund

Financial Services
Q3 2019 Filed on Oct 11, 2019
100
$11.68 - $13.18 $1.17K - $1.32K
PEP
Pepsico Inc

Consumer Defensive
Q3 2019 Filed on Oct 11, 2019
1,502
$124.4 - $139.15 $187K - $209K
Harris Corp Del
Q3 2019 Filed on Oct 11, 2019
606
N/A
HSBC
Hsbc Holdings PLC

Financial Services
Q3 2019 Filed on Oct 11, 2019
67
$35.53 - $42.1 $2.38K - $2.82K
BFB
Brown Forman Corp Cl B
Q3 2019 Filed on Oct 11, 2019
1,109
N/A
GPC
Genuine Parts CO

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
33
$87.73 - $106.15 $2.9K - $3.5K
ING
Ing Groep Nv

Financial Services
Q3 2019 Filed on Oct 11, 2019
1,000
$9.24 - $11.78 $9.24K - $11.8K
CSV
Carriage Services Inc

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
309
$18.09 - $22.69 $5.59K - $7.01K
MPWR
Monolithic Power Systems Inc

Technology
Q3 2019 Filed on Oct 11, 2019
24
$136.01 - $161.55 $3.26K - $3.88K
PSEC
Prospect Capital Corp

Financial Services
Q3 2019 Filed on Oct 11, 2019
4,129
$6.3 - $6.73 $26K - $27.8K
General Electric CO
Q3 2019 Filed on Oct 11, 2019
9,363
N/A
HI
Hillenbrand, Inc.

Industrials
Q3 2019 Filed on Oct 11, 2019
217
$26.16 - $39.98 $5.68K - $8.68K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q3 2019 Filed on Oct 11, 2019
920
$34.78 - $36.12 $32K - $33.2K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q3 2019 Filed on Oct 11, 2019
751
N/A
RBLD
First Tr Exchange Traded Fd Ii
Q3 2019 Filed on Oct 11, 2019
600
N/A
BDX
Becton Dickinson & CO

Healthcare
Q3 2019 Filed on Oct 11, 2019
856
$230.58 - $256.08 $197K - $219K
SNAP
Snap Inc

Communication Services
Q3 2019 Filed on Oct 11, 2019
1,642
$14.02 - $17.89 $23K - $29.4K
RY
Royal Bank Of Canada

Financial Services
Q3 2019 Filed on Oct 11, 2019
105
$73.46 - $81.31 $7.71K - $8.54K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
90
$41.82 - $47.91 $3.76K - $4.31K
Unilever N V
Q3 2019 Filed on Oct 11, 2019
701
N/A
RACE
Ferrari N.V.

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
5
$150.35 - $169.12 $752 - $846
MUB
Ishares National Muni Bond ETF

ETFs
Q3 2019 Filed on Oct 11, 2019
1,651
$112.74 - $115.35 $186K - $190K
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